How AI personalization works

The flow

1. You connect an AI provider key and choose a model.
2. You configure the instructions: level, tone, length, language, and which lead fields the AI may use.
3. You generate — for one lead, or for the whole audience in the background.
4. Each generation produces a snippet stored on that lead, with a state of queued, processing, completed or failed.
5. You review, edit or regenerate on the Results tab.
6. You insert the personalization token into your subject or body; at send time each lead's snippet replaces the token.
7. Leads without a snippet use the fallback you chose.

Important notes

• Generation happens ahead of sending, not during it. A campaign will not stall waiting for the AI.
• Editing a snippet by hand is permanent for that lead until you regenerate.